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Bob Zerbe Email & Phone Number
Principal
at
Z Benefit Solutions LLC
LinkedIn matched
✓ Verified August 2026
2 data sources
Profile completeness 71%
Current company
Role
Principal
Location
Charlotte, North Carolina, United States
Company size
Who is Bob Zerbe? Overview
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Quick answer
Bob Zerbe is listed as Principal at Z Benefit Solutions LLC, a with 1 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Bob Zerbe.
Bob Zerbe previously worked as Partner and Co-founder at A2 Capital Insurance Services and Partner/Co-founder at A2 Capital Insurance Services.
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Email format at Z Benefit Solutions LLC
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Z Benefit Solutions LLC
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Profile bio
About Bob Zerbe
Bob Zerbe is a Principal at Z Benefit Solutions LLC. Colleagues describe him as "Kramer Levin represented a PE firm that acquired & later securitized Bob's company's legacy commission streams. Working on these transactions spanning over a year, I got to know Bob well & dealt with him frequently. He has unsurpassed knowledge of bank-owed life insurance, agency business and life insurance generally and always brings sound judgment and insight to the task at hand. He works seamlessly with lawyers, bankers and other professionals to harmonize differences… Show more"
Current workplace
Bob Zerbe's current company
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Z Benefit Solutions Llc
Employees
1
AeroLeads page
7 roles
Bob Zerbe work experience
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Partner And Co-Founder
A2 Capital Insurance Services
Principal
Bank-Owned Life Insurance (“BOLI”) and Corporate-Owned Life Insurance ("COLI") advisor with specialization in private placement variable universal life separate account with stable value wrap. Advisory expertise in product optimization, stable value wrap structuring, and bank supervisory expected risk management processes consistent with safe and sound banking practices.
Partner/Co-Founder
A2 Capital Insurance Services
Strategic partnership with private equity on Bank-Owned Life Insurance opportunities.
Board Member
Greenspoint Capital Llc
Special purpose investment entity for run-off book of Bank-Owned Life Insurance receivables.
Vice President - Treasury Group
Managed BOLI / COLI portfolio, carrier / provider relationships, regulatory compliance, Non-Qualified Deferred Compensation (“NQDC”) plan funding and hedging strategies, and chaired the Pension & Benefits Committee, a fiduciary subcommittee to the Board of Directors.
Feb 2002 - Apr 2004
Oct 1993 - Feb 2002
FAQ
Frequently asked questions about Bob Zerbe
Quick answers generated from the profile data available on this page.
What company does Bob Zerbe work for?
Bob Zerbe works for Z Benefit Solutions LLC.
What is Bob Zerbe's role at Z Benefit Solutions LLC?
Bob Zerbe is listed as Principal at Z Benefit Solutions LLC.
Where is Bob Zerbe based?
Bob Zerbe is based in Charlotte, North Carolina, United States while working with Z Benefit Solutions LLC.
What companies has Bob Zerbe worked for?
Bob Zerbe has worked for Z Benefit Solutions Llc, A2 Capital Insurance Services, Greenspoint Capital Llc, Wachovia Corp, and Ey.
How can I contact Bob Zerbe?
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